Proposify logo Proposify logo
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
    • How Fern Grew Revenue 200% with Proposify
      How Fern Grew Revenue 200% with Proposify
    • How Proposify Removed the Barriers to this Consulting Firm’s Growth
      How Proposify Removed the Barriers to this Consulting Firm’s Growth
    • How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
      How Proposify helped EverLine increase their close rates dramatically and tailor follow-ups for 59 franchises
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
    Image{width=238,height=87,url='https://5261428.fs1.hubspotusercontent-na1.net/hubfs/5261428/Menu%20Icons%20New/logo.svg',altText='logo',fileId=193110358456}

    State of Proposals 2025 Report

    We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.

    Read more
  • Log in
  • Book a demo
  • Sign Up Free
  • Product
    • Product OverviewGet a complete view of Proposify's proposal management platform and capabilities.
    • Automate Your WorkflowsStreamline your document workflow with templates, AI, automation, and team collaboration tools.
    • Create and sendBuild beautiful, branded proposals and quotes with our intuitive drag-and-drop editor.
    • IntegrationsConnect Proposify seamlessly with your existing CRM and business tools.
    • Track and CloseMonitor proposal engagement and accelerate your sales cycle with real-time insights.
    • APIBuild custom integrations and extend Proposify's functionality with our developer resources.
  • Solutions
    • USE CASES
      • Proposals
      • Quotes
      • eSignatures
      • Contracts
    • INDUSTRIES
      • Consultants
      • Landscaping
      • Janitorial
      • Construction
      • See more >
    • ROLES
      • Sales
      • Marketing
      • Operations
  • Templates
  • Pricing
  • Resources
    • LEARN
      • Case Studies
      • Demo Center
      • Webinars
      • Blog
      • Videos
      • Newsletter
      • See more >
    • SUPPORT
      • Knowledge base
      • Getting started guide
      • Product updates
      • Security
      • Professional Services
      • Refer a friend
      • Contact support
  • Log in
  • Book a demo
  • Sign Up Free
Proposify Blog
    • Sales
    • Proposals
    • Business
    • Tools
    • Product
    • Marketing
    • Newsletter
  • Tools
16 min read

10 Best Contract Management Software Tools to Close Deals Faster and How to Choose the Best Fit

Published: March 23, 2026
Updated: March 23, 2026
Jennifer Faulkner Jennifer Faulkner Director of Marketing
  • Share
  • Share
  • Tweet
  • Copy

    Quick Summary

    The right contract management software can help you speed up your sales cycle. In this guide, we reviewed 10 of the best tools on the market, including Proposify, PandaDoc, and Sirion. We looked at features, pricing, and G2 ratings. You’ll see how they compare and why Proposify is the top pick for sales teams who want to close deals faster.

    Contract Management Slowing You Down?

    You send the contract, and then you wait. Maybe the client has a question, or your legal team updates a clause. Suddenly, you have three versions of the same document floating in your email. It’s messy.

    There are plenty of software options to help out, but they aren’t all the same. Some just handle e-signatures, while others manage the whole process. So how do you pick the right one?

    We’ve done the hard work for you and compared 10 top tools side by side. We break down how they handle contract lifecycle management to help you make the right decision based on actual research. We’ll also show why Proposify is a smart choice for sales teams.

    Why Listen to Us

    At Proposify, we’ve spent years obsessing over the final stage of the deal. We know the difference between software that just stores paperwork and tools that help sales reps get the signature. This guide is built on research and the lessons we’ve learned from thousands of teams who use our platform to close business deals every day

    What Makes the Best Contract Management Software?

    The best software isn't about having the most features. It’s about having the right tool that will help you finalize agreements without the headache.

    Here is what matters most:

    • Ease of Use: If it takes a week to learn, your reps won't use it. You need a tool that is intuitive and simple to navigate.
    • CRM Integration: Your contract tool must talk to your CRM. You shouldn't have to copy-paste names and deal values manually. It wastes time and causes errors.
    • Control and Permissions: You need to lock down legal terms. Sales reps should be able to change the price or the name, but not the liability clause.
    • Visibility: You shouldn't have to guess if a client has opened the document. Good software tells you when they look, what they read, and when they sign.
    • Scalable Pricing: You shouldn't be punished for growing. Look for clear, per-user pricing that makes sense whether you have 5 reps or 50.

    Top 10 Contract Management Platforms to Pick From

    Here is a quick snapshot of the tools we reviewed. We compared them by G2 rating, key features, ideal use cases, and pricing so you can see at a glance which ones fit your team best.

    #

    Tool

    Pricing

    Key Features

    Best For

    G2 Rating

    1

    Proposify

    Starts at $19/user/mo

    Interactive templates, granular permissions, engagement analytics

    Sales teams needing brand control & insights

    4.6 / 5

    2

    PandaDoc

    Starts at $19/user/mo

    (Free plan available)

    Drag-and-drop editor, payment collection

    General document workflow automation

    4.7 / 5

    3

    Sirion

    Custom pricing

    AI obligation tracking, deep ERP integration

    Enterprises needing deep AI & visibility

    4.5 / 5

    4

    LinkSquares

    Custom pricing

    AI analysis, legal-first workflows

    Legal teams prioritizing analysis & speed

    4.7 / 5

    5

    Contractbook

    Custom pricing

    (Free plan available)

    Dynamic templates, task automation

    Teams who want to automate post-signature tasks

    4.6 / 5

    6

    Ironclad

    Custom pricing

    Workflow Designer, Jurist AI

    Mid-to-large teams prioritizing collaboration

    4.5 / 5

    7

    Juro

    Custom pricing

    Browser-based editor, mass actions, AI review

    Legal & commercial teams needing speed

    4.6 / 5

    8

    CobbleStone

    Custom pricing

    (Free trial available)

    Contract Analytics, backed by VISDOM AI

    Large, medium and small organizations

    4.8 / 5

    9

    DocuSign CLM

    Starts at $40/user/mo

    Salesforce integration, clause library

    Businesses already embedded in DocuSign

    4.3 / 5

    10

    Qwilr

    Starts at $35/user/mo

    Web-page style docs, interactive pricing

    Teams who want visual, web-based contracts

    4.6 / 5

    Now, let’s look at each tool in detail.

    1. Proposify

    Proposify is the top choice for sales teams who need strict brand control without slowing down their workflow. While other tools focus heavily on legal compliance or just simple e-signatures, Proposify focuses on getting the deal signed. It handles the entire process, from the first draft to the final agreement, so you can send error-free, branded contracts in minutes

    Our platform connects with Salesforce, HubSpot, and other CRMs to pull data right into your documents.

    You can also set strict permissions. Your legal team can lock down liability clauses and terms, while your sales reps still have the freedom to customize the pricing and cover letter.

    Key Features

    • Workflow Automation: You can set up automatic approval loops so deals move forward without getting stuck in someone's inbox.
    • Interactive Editor: Create polished, on-brand contracts with design flexibility that other tools can't match.
    • Engagement Analytics: Track every move your prospect makes on the document. Know who is looking, for how long, and when.
    • CRM Integrations: Sync data two-way with tools like Salesforce and HubSpot to automate your workflow.
    • Built-in E-Signatures: Legally binding electronic signatures are included, so clients can sign immediately on any device and you don’t have to pay for an additional software tool. .

    Pricing

    Proposify offers a 14-day free trial before spending a dime.

    • Basic ($19 per mo): Perfect for small businesses that just need the basics, like e-signatures and dynamic pricing.
    • Team ($41 per mo): Built for growing squads. Adds integrations, custom variables, and auto-reminders.
    • Business ($65 per mo): The full-scale operation. Includes approval workflows, role permissions, and SSO.

    Check our pricing page for a detailed plan comparison.

    Pros

    • Responsive support team that actually helps.
    • Contracts look polished and on-brand.
    • Proposal analytics show exactly when a client reads your proposal.
    • Locks down legal terms so reps can't make mistakes.
    • Implementation service builds your templates for you.

    Cons

    • Initial setup takes a bit of time to learn.

    2. PandaDoc

    PandaDoc is best for teams that need to manage paperwork across the whole company, not just sales. Its drag-and-drop builder ends the struggle of Word formatting, allowing you to create professional proposals and quotes quickly without a designer.

    You get real-time tracking to see exactly when someone opens your document plus automated reminders to keep deals moving without manual admin work.

    Key Features

    • Drag-and-Drop Editor: Create documents easily using pre-built templates and media blocks.
    • Document Tracking: Get real-time notifications when recipients open, view, or sign your files.
    • Workflow Automation: Set up approval paths and automated reminders to keep deals moving.
    • Content Library: Store approved clauses and images to use in future contracts (Business plan and up).

    Pricing

    • Free e-sign ($0): Includes unlimited signatures but limits you to sending 60 documents per year.
    • Starter ($19 per user/month): Adds unlimited document sending and access to templates.
    • Business ($49 per user/month): Adds custom branding, CRM integrations, and approval workflows.
    • Enterprise (Custom): For large teams needing SSO, API access, and notary services.

    Pros

    • The free plan covers essential e-signatures.
    • The editor is user-friendly and intuitive.
    • Annual billing saves up to 46%.

    Cons

    • Pricing is complicated by paid add-ons.
    • Scaling gets expensive due to per-user costs.

    3. Sirion

    Sirion is best for large enterprises needing deep AI analysis. Built entirely around smart AI, the software acts like a digital legal assistant that reads, reasons, and acts on your contract data.

    Instead of navigating endless menus, you can use the AI conversational interface to ask plain questions about your deals. The system also automates redlining by checking incoming contracts against your playbook to suggest safer terms instantly.

    Key Features

    • Automated Redlining: The AI flags risks, and suggests compliant edits based on your rules.
    • Explainable AI: Cites the specific source for every suggestion, so you understand exactly why a clause was flagged.
    • Obligation Tracking: Monitors deliverables and deadlines after the signature to prevent revenue leakage.
    • Deep Integrations: Connects seamlessly with ERPs like SAP, Oracle, and CRMs to align finance and sales.

    Pricing

    • Custom Enterprise Quotes: Costs depend on deployment scale, data volume, and specific AI modules. You must book a demo for a quote.

    Pros

    • AI automatically redlines incoming contracts to catch risks instantly.
    • Transparent AI logic explains exactly why a clause was flagged.
    • Deep integrations keep your data clean and consistent.

    Cons

    • Too complex and expensive for small teams with simple needs.
    • Implementation is a long project, not a quick setup.

    4. LinkSquares

    LinkSquares is the best choice for legal teams that need to speed up approval times without losing control. It puts your General Counsel in the driver's seat to ensure compliance while connecting directly to Salesforce.

    This allows your reps to get deals approved without ever leaving their CRM. The platform uses AI to draft and analyze contracts instantly to create a central command center. It turns your contract data into faster revenue and proves that legal can actually help you close deals faster.

    • Legal-First AI Agents: Native AI trained by legal pros to draft, review, and extract data better than generic tools.
    • Custom Workflows: Automates approvals and routing so contracts don't get stuck in email purgatory.
    • Collaboration Hub: Lets sales, finance, and legal work on the same draft without messy document transfers.

    Pricing

    • Custom Quotes: Pricing is tailored to your needs, so you have to chat with sales to get a price.

    Pros

    • AI agents are trained on legal data for better accuracy.
    • Combines drafting, signing, and storage in one seamless platform.
    • Reduces time-to-sign by removing manual roadblocks.

    Cons

    • Might be overkill for small teams without a dedicated legal department.
    • Focus on legal compliance might feel heavy for simple sales cycles.

    5. Contractbook

    Contractbook is best for teams that want to automate the busy work that happens after a deal is signed. The platform centralizes drafting, negotiating, and signing, so you stop emailing different versions back and forth. Its AI scans your documents to extract key dates and obligations so you never miss a renewal deadline.

    Key Features

    • Automations: Trigger tasks and reminders automatically when a contract status changes.
    • AI Assistant: Extract data, summarize terms, and identify risks in plain English.
    • Centralized Repository: Keep every client and vendor agreement in one organized, searchable dashboard.
    • Collaborative Editor: Negotiate and approve changes with your team directly in the document.

    Pricing

    Requires a demo for pricing, but you can test it out with a 14-day free trial. If you don't upgrade by the end, your account simply reverts to a limited free plan.

    • Essential: Includes 1 user and up to 100 signed contracts a year.
    • Centralize: Includes 5 users, 350 signed contracts, and AI data extraction.
    • Accelerate: Includes 10 users, 500 signed contracts, and the all-important Salesforce integration.

    Pros

    • Centralizes drafting, signing, and storage in one hub to reduce tool switching.
    • Automations reduce the manual admin work required after a signature.
    • AI extracts key data and risks automatically to keep you compliant.

    Cons

    • The number of signed contracts is capped on every plan.
    • Advanced automation features are locked behind the highest-tier Accelerate plan.

    6. Ironclad

    Ironclad is best for mid-to-large teams that need to handle complex contracts without slowing down the sales cycle. It connects legal, procurement, and sales in one spot to end the dreaded email chain, handling the heavy lifting of compliance while your team works where they are comfortable.

    Ironclad has an AI assistant, Jurist, which helps you draft and review documents in seconds. It integrates natively with tools like Salesforce and Slack so nobody has to switch tabs.

    Key Features

    • Workflow Designer: A no-code tool that lets you build custom approval processes without calling IT.
    • Digital Repository: Centralizes every NDA and service agreement to give you a single source of truth for your data.
    • Clickwrap & High Volume: Streamlines standard agreements like NDAs and employee contracts to keep the business running smoothly.

    Pricing

    • Custom Quotes: Ironclad offers custom enterprise pricing. You must request a demo to get a specific price for your organization.

    Pros

    • The interface is intuitive and simple to use.
    • Jurist AI acts like a legal assistant to spot risks and draft clauses for you.
    • Deep integration with Salesforce means you can drive deals without changing windows.

    Cons

    • Pricing is not transparent and requires going through a sales cycle.
    • Implementation is a structured process, which suggests it might take time to set up.
    • Too robust and expensive for small businesses with simple needs.

    7. Juro

    Juro is best for legal and commercial teams at high-growth companies who need to agree on contracts fast. It replaces the mess of Word, email, and PDFs with a single browser-based platform where you can create, negotiate, and sign without ever switching tabs.

    The software helps teams self-serve on routine contracts using pre-approved templates, so legal doesn't have to be the bottleneck for every deal.

    Key Features

    • AI Contract Review: Instantly flags risks and non-standard terms against your playbook to speed up approvals.
    • Native E-Signature: Sign legally binding agreements on any device without paying for a separate tool like DocuSign.
    • Conditional Logic: Build smart templates that automatically adjust terms based on the deal size or region.
    • Smart Storage: Centralizes all signed contracts and uses AI to extract renewal dates and obligations for you.

    Pricing

    • Custom Package: You need to book a consultation to create a package that fits your business.

    Pros

    • The interface is quite easy to use.
    • Includes native e-signature, saving you the cost of a separate subscription.
    • Implementation is significantly faster than traditional enterprise CLM tools.
    • Excellent customer support with fast response times.

    Cons

    • Complex custom formatting can be trickier than in Microsoft Word.
    • Recurring automated reminders (e.g., for annual renewals) can be limited compared to heavy enterprise tools.

    8. CobbleStone

    CobbleStone is best for organizations that want to build things their own way. It is a highly flexible system that bends to fit your process, rather than forcing you to adapt to a rigid tool. It handles the entire lifecycle from request to renewal, ensuring you can scale the software easily as your business needs change.

    Key Features

    • VISDOM AI: Analyzes contracts to identify opportunities and mitigate risks proactively.
    • Auto-Redline: Automatically inserts favorable clauses from your library to ensure every contract meets your standards.
    • Vendor Management: Tracks supplier scorecards, insurance certificates, and workflows in one central hub.
    • Procurement Suite: Manages the full purchasing cycle, including budget levels, spend tracking, and online bidding.

    Pricing

    • 30-Day Free Trial: You can request a 30-day trial to test the AI and workflow features before committing.
    • Custom Quote: Pricing is tailored to your specific needs and scale.

    Pros

    • Configurable workflows allow you to map the software exactly to your business processes.
    • VISDOM AI offers proactive recommendations rather than just passive storage.
    • Includes robust procurement and bid management tools.
    • Auto-redlining speeds up negotiations by swapping in pre-approved language automatically.

    Cons

    • The platform is packed with features that might feel overwhelming for users who just need a simple e-signature tool.
    • Being fully configurable means you will need more time upfront to set up the system exactly how you want it.

    9. DocuSign CLM

    DocuSign CLM is best for enterprise teams that need rock-solid compliance and security above all else. Aside from simple signatures, it handles the entire contract lifecycle, letting you generate contracts with dynamic templates that auto-populate data from Salesforce.

    The platform uses AI to flag non-compliant clauses before the contract leaves your desk. Once the contract is sent, you can track every version and approval step in a central repository, so you have a perfect audit trail for legal and HR.

    Key Features

    • AI Repository: Centralize every agreement and use AI to extract key dates and obligations for easy reporting.
    • Workflow Automation: Use a drag-and-drop editor to design custom approval paths that ensure the right people sign off.
    • Collaboration Tools: Route contracts for internal and external review with detailed version control and commenting.
    • Native Integrations: Connects deeply with Salesforce and SAP Ariba to keep your data synchronized across systems.

    Pricing

    • IAM Starter ($40/user/mo): Includes AI search and 1 automated workflow. Limit of 100 envelopes per year.
    • IAM Standard ($45/user/mo): Unlocks unlimited web envelopes and 3 workflows. You must buy at least 3 seats.
    • IAM Professional ($75/user/mo): Adds deeper AI and 10 workflows. Also requires a 3-seat minimum.

    Pros

    • AI capabilities help flag risks and summarize complex agreements automatically.
    • Strong audit trails and compliance features make it safe for highly regulated industries.
    • Drag-and-drop workflow builder makes it easy to visualize complex approval processes.
    • Integrates seamlessly with major enterprise tools like Salesforce and SAP.

    Cons

    • The envelope-based pricing model can get expensive if your volume spikes unexpectedly.
    • Lacks the robust design tools found in proposal-focused software

    10. Qwilr

    Qwilr is best for sales teams that want to ditch boring PDFs in favor of interactive, web-based proposals. Instead of sending a static document that looks the same on a phone as it does on a desktop, Qwilr lets you send a responsive webpage.

    With this approach, you can include interactive pricing tables that let clients select optional add-ons or adjust quantities themselves. As they click, the total price updates instantly. Once they are happy, they can sign and pay right there on the same page.

    Key Features

    • Interactive Content: Embed videos, ROI calculators, and calendar links directly into the proposal to keep buyers engaged.
    • QwilrPay: Collect payments instantly via Stripe or other processors as soon as the client signs.
    • Identity Verification: See exactly who is viewing your proposal to keep sensitive pricing data secure.
    • Real-Time Analytics: Track when a buyer opens the page, what they click, and how long they read.

    Pricing

    • Business ($35/ user/month): Ideal for small teams. Includes HubSpot integration, e-signatures, and payments.
    • Enterprise ($59/ user/month): Built for scaling teams. Adds Salesforce integration, custom branding, and identity verification. Minimum of 10 users.

    Pros

    • Interactive pricing tables allow clients to upsell themselves.
    • Combined signing and payment reduces the friction of closing.
    • ROI calculators help prove your value directly inside the contract.
    • Good integration with HubSpot for tracking deal activity.

    Cons

    • The web-based format can be tricky if your legal team strictly demands PDFs.
    • Design options can feel limited if you try to break out of their standard grid.

    Turn Contracts into Revenue with Proposify

    We’ve walked through options built for heavy legal compliance, procurement, and digital filing. If your main goal is simply storing paperwork, you have plenty of choices. However, if your goal is getting deals signed, we believe Proposify is the best contract management software tool for teams.

    While other platforms focus on archiving documents, Proposify gives you design freedom to stand out and real-time analytics to know exactly when to follow up. We do the heavy lifting so you can close deals quicker.

    Ready to speed up your sales cycle? Book a demo today.

    Jennifer Faulkner
    Jennifer Faulkner

    Director of Marketing @proposify. Channeling Maria Von Trapp, Queen Elizabeth II, and my taxi-driving, yard-sale-obsessed grandmother. Professional word nerd and unapologetic disciple of the Oxford comma. Connect on LinkedIn

    Subscribe via Email

    Related Posts

    8 Best Quoting Software Platforms to Save Time and Win More Deals
    Tools 16 min read October 08, 2025
    8 Best Quoting Software Platforms to Save Time and Win More Deals Quick Summary The right quoting tool can make the whole sales process easier for your clients. In this guide, we’ll break down 8 of the best quoting …
    Read Post
    3 Steps to a Winning Proposal Conversion Strategy
    Proposals 9 min read April 24, 2018
    3 Steps to a Winning Proposal Conversion Strategy Sending out proposals and then hoping for the best is a common approach, but it’s not the most effective. If the client says no (or worse, if they …
    Read Post
    Proposify logo
    • Platform
      • Proposal Automation
      • Quoting
      • Contract Management
      • E-Signatures & Forms
      • Integrations
      • API
      • Security
      • Our Professional Services
    • Solutions
      • Sales
      • Marketing
      • IT/Operations
    • Compare
      • PandaDoc
      • DocuSign
      • Qwilr
      • Better Proposals
      • Conga
    • Resources
      • Blog
      • Templates
      • Webinars
      • Books & Guides
      • Knowledge Base
      • Status
      • AI Proposal Generator
    • Company
      • About
      • Diversity
      • Careers
      • Customers
    ©2026 Proposify Inc. All rights reserved.
    • Contact Us
    • Privacy Policy
    • Terms & Conditions
    • Status
    • LinkedIn
    • Facebook
    • Instagram

    Basic

    Start free trial

    Team

    Start free trial

    Business

    Book a demo

    Brand customization

    Unlimited templates

    All accounts allow unlimited templates.

    Content library

    Create and share templates, sections, and images that can be pulled into documents.

    Embed images & videos

    Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia

    Custom domain

    You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL

    Content authoring

    Basic Team Business
    Online signatures

    All plans allow you to get documents legally e-signed

    Interactive quoting

    Allow prospects to alter the quantity or optional add-ons

    Client input forms

    Capture information from prospects by adding form inputs to your documents.

    Document Sends

    You can create unlimited documents but some plans limit how many you can send per month.

    info

    5 sends / mo

    Unlimited

    Unlimited

    Collaborator seats

    Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.

    info

    1 collab seat included

    3 collab seats included

    5 collab seats included

    Visibility

    Basic Team Business
    Notifications & metrics

    Get notified by email and see when prospects are viewing your document.

    PDF export

    Generate a PDF from any document that matches the digital version.

    Reports

    Get a full exportable table of all your documents with filtering.

    Integrations & API

    Basic Team Business
    Payments

    Connect your Stripe account and get paid in full or partially when your proposal gets signed.

    Integrations

    Integrate with popular CRMs, invoicing, and project management tools.

    Automations

    Set up automations using pre-built connectors or customize using the workflow builder

    Single sign-on (SSO)

    Our SSO works with identity providers like Salesforce, Okta, and Azure

    Salesforce integration

    Use our managed package and optionally SSO so reps work right within Salesforce

    $9/user/mo

    Aspire integration

    Import contacts and field data from Aspire into documents in Proposify

    $9/user/mo

    Process & control

    Basic Team Business
    Custom fields & variables

    Create your own fields you can use internally that get replaced in custom variables within a document.

    Auto reminders

    You can automatically remind prospects who haven't yet opened your document in daily intervals.

    Roles & permissions

    Lock down what users can and can't do by role. Pages and individual page elements can be locked.

    Approval workflows

    Create conditions that if met will trigger an approval from a manager (by deal size and discount size).

    Workspaces

    Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.

    API Access

    Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.

    Customer Success

    Basic Team Business
    Email & chat support

    Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.

    Phone & Zoom support

    Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.

    Success manager

    Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.

    info
    Premium integration support

    Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

    Custom template design

    Our in-house designers will design an on-brand, professional proposal template to your satisfaction.

    info
    Learn more Learn more Learn more

    Subscribe via email